Activating Workflows for Time Sheets

Before activating a workflow you first need to deploy the workflow process. There are two steps involved in deploying a workflow process because the workflow process definitions are stored as repository objects, while deployed workflow processes are stored in run-time tables along with their deployment parameters. You deploy workflow processes from the Siebel Tools repository to the Business Process Designer Administration client.

The first step in deploying a workflow process uses the Deploy button in the Object List Editor of Siebel Tools. The second step uses the Workflow Deployment view in the run-time client to change the status of the workflow process to Active and make it available for deployment.

For information on deploying and activating specific workflows, see Siebel Business Process Framework: Workflow Guide.

To activate a workflow for Time Sheets

In the run-time client, Navigate to the Administration - Business Process screen > Workflow Deployment view, and query the workflow you just deployed.

NOTE: For information on deploying and activating specific workflows, see Siebel Business Process Framework: Workflow Guide.

With the workflow process selected, click the Activate button.

This checks the syntax for validity, registers run-time events if used, and changes the status of the process to Active. It also changes the status of the previous active version to Outdated.

If your workflow process has run-time events, you will also need to load the run-time events. Navigate to the Administration - Runtime Events screen, then click Menu and select Reload Runtime Events. This will load the run-time events in the current object manager session. For more information, see Siebel Personalization Administration Guide.

Set the deployment parameters for the workflow process:

Set the activation date in the Activation Date/Time field.

Set the expiration date in the Expiration Date/Time field.

Set the replication to None, unless you are deploying the workflow process to mobile clients.

Set the monitoring level in the Monitoring Level field.

Now you can invoke the workflow process from any of the invocation modes—the Process Simulator, a script, or Workflow Policies.

For information on the different invocation modes, see Siebel Business Process Framework: Workflow Guide.

Activating Automatic Generation for Time Sheets

The Auto Gen feature lets each user transfer multiple line items of time usage information from the Unassociated Time Sheet Items view to a current time sheet, by means of a single command. For more information on how to make the Auto Gen capability available to your users, and to activate the Time Sheet AutoGen workflow, see Activating Workflows for Time Sheets.

Activating Email Notification for Time Sheets

Email Notification for Time Sheets messages notify time sheet approvers when they need to review particular time sheets, and provide time sheet submitters with updates on the progression of their time sheets through the approval process. This procedure assumes that your Siebel Communications Server has already been set up and configured, as described in Siebel Communications Server Administration Guide. For more information on how to activate the Time Sheet Process workflow, see Activating Workflows for Time Sheets.

Activating Status Updating for Time Sheets

The Update Time Sheet Status workflow updates a time sheet status of Approved to a status of Acceptable or Pending Next Approver. This depends on whether or not the most recent approver is authorized to approve the number of hours reported in the time sheet. For more information on how to activate the Update Time Sheet Status workflow, see Activating Workflows for Time Sheets.

Activating the Add Time Item to the Time Sheet Workflow

In the Unassociated Time Sheet Items view, users can add time items from previous reporting periods to the appropriate time sheets by using the Add to Time Sheet command. The following two procedures describe how to activate two workflows that support the Add to Time Sheet command. This workflow moves time items from the Unassociated Time Sheet Items view to a time sheet. For information about using the Add to Time Sheet command, see Moving Time Entries from Unassociated Time Sheet Items to Time Sheets Manually. For more information on how to activate the Add Time Item to Time Sheet workflow, see Activating Workflows for Time Sheets.

Activating the Go to My Time Sheets View Workflow

This second workflow displays the My Time Sheets view to the user after the Add to Time Sheet command is used. For information on how to activate the Go to My Time Sheets View workflow see Activating Workflows for Time Sheets.